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Optimize Financial’s Pinnacle West Capital PNW Stock Holding History

Optimize Financial’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Sell
2,110
-7
-0.3% -$716 0.08% 268
2026
Q1 		$213K Buy
+2,117
New +$204K 0.1% 280

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's PNW Position: Q2 2026 in Review

Optimize Financial reduced its Pinnacle West Capital (PNW) stake by 0.33% in Q2 2026, selling an estimated $716 and leaving 2,110 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #268.

Optimize Financial first reported a position in PNW in Q1 2026 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Optimize Financial held 2,110 shares of Pinnacle West Capital worth $226K as of Q2 2026.
  • Optimize Financial sold 7 Pinnacle West Capital shares in Q2 2026, an estimated $716.
  • Pinnacle West Capital made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #268 holding.
  • Optimize Financial first reported a position in Pinnacle West Capital in Q1 2026 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.